P&L + balance sheet
Multi-period results, account reconciliation and the connections between income, assets, liabilities and cash.
M&A / FINANCIAL ANALYSIS / TRANSACTION EXECUTION
Know the Numbers.
Tell the Business Story.
Seller-side diligence, confidential information memoranda and financial analysis—from understanding historical performance to preparing for buyer review and closing.
SELLER-SIDE TRANSACTION / CLOSED
Financial detail.
Closing-stage execution.
Co-managed seller-side diligence and transaction execution for the completed sale of an industrial hydraulics business.
Built multi-period financial analyses, prepared buyer-response materials and coordinated disclosure, working-capital and closing-stage documentation with management, accounting and legal advisers.
COMPLETED TRANSACTION$60M
Industrial hydraulics business sale
Seller-side diligence
Financial analysis
Closing support
TTM + EBITDA
Trailing-12-month performance, adjusted earnings, addbacks and responses to buyer quality-of-earnings questions.
Working capital
Working-capital scenarios, customer concentration and operating information supporting diligence.
Debt + closing
Debt and payoff reconciliation, disclosure schedules and action tracking through closing.
CIMS / FINANCIAL STORYTELLING / FORECASTING
Show how the
business works.
Created confidential information memoranda and buyer-facing financial materials across healthcare, industrial and commercial-services engagements.
01
Historical performance
Revenue, margins, operating expenses and earnings analysis.
02
Management forecasts
Budget assumptions, cash flow, growth plans and operating leverage.
03
Investment narrative
Business positioning, service lines, markets and operating capabilities.
04
Diligence organization
Source registers, data-room requests, buyer responses and reconciliation.
4 completed sales
Contributions span industrial hydraulics, commercial lawn services, backup power and plumbing. An additional healthcare-platform engagement remains active.
ACTIVE HEALTHCARE ENGAGEMENT
Bring the Pieces
Into One Clear Narrative.
Directed CIM development and diligence organization for an ongoing healthcare-platform engagement, connecting operating information, service-line economics and management forecasts. This transaction remains active.
Bring Commercial Thinking.
Build What Comes Next.
Marketing, growth, business development and transformation leadership.